Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nolan? Claim Your ProfileNolan Richard Baker is a financial advisor with over 20 years of experience in the industry. Nolan Baker is currently registered with The Retirement Guys Formula, where he has been working since 2013. Prior to that, Nolan Baker worked at NEXT FINANCIAL GROUP, INC., for over 13 years. Nolan Baker is a licensed investment advisor representative (IAR) and holds a Series 65, 63, 7, 24, and SIE license. Nolan Baker's areas of specialization include retirement planning, financial planning, and portfolio management. Nolan Baker is a dedicated professional who is committed to providing his clients with personalized financial advice and guidance.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Share in the fee paid to third party advisers
1
2
OH
04/11/2019 - Present
THE Retirement Guys Formula (MAUMEE OH)
OH
03/06/2002 - 09/02/2015
NEXT FINANCIAL GROUP, INC. (MAUMEE OH)
OK
01/05/2001 - 04/05/2002
AMERICAN INVESTMENT SERVICES, INC. (OKLAHOMA CITY OK)
GA
01/26/1999 - 01/04/2001
FSC SECURITIES CORPORATION (ATLANTA GA)
SC
08/21/1997 - 02/17/1999
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
IA
Issued 02/09/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/16/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/14/2008
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/20/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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